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Our API is designed for clients who wish to integrate their API with Advisors Assistant. It supports a variety of methods for sending and retrieving information from contact records. It also allows the creation of Advisors Assistant WorkFlows, to further automate a firm’s processes!

About Advisors Assistant Holdings, Inc.

Founded in 1985, Advisors Assistant Holdings, Inc. has provided software for the financial services industry for over 30 years.

Advisors Assistant Holdings is a user driven company. Ideas for enhancements come from users, the best judges of what’s needed for the software. Users of our computer-based system get free updates from our web site for a full year after purchase, so they get the advantage of ideas under development! Web-based users get ongoing support and updates for as long as they use Advisors Assistant.